News and resources for Canada's top financial advisors
Planning and Advice
The T4 and T4A aren’t perfect. While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related withholdings, sometimes employers make mistakes.
By Philip Porado |April 27, 2017
3 min read
And many are resigned to longer work lives
By Staff |April 27, 2017
Industry
Details on firms' policies and how to decline politely.
By Melissa Shin |April 25, 2017
6 min read
And for clients.
April 24, 2017
2 min read
Traps to avoid
By Curtis Davis |April 21, 2017
5 min read
Famous Danish philosopher Soren Kierkegaard described anxiety as “the dizziness of freedom.” And there’s something to that. Routines form the fabric of most people’s lives, and a deviation from the routine can be disorienting and even frightening. Small wonder the prospect of retirement often generates a fair bit of anxiety in clients who worry about […]
By Camilla Cornell |April 20, 2017
Three advisors answer
April 17, 2017
If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?
By Katie Keir |April 17, 2017
8 min read
In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Expect to spend roughly 10% of […]
By Staff |April 13, 2017
From investments to insurance, eliminate surprises by keeping up with price changes
By Michelle Schriver |April 13, 2017
9 min read
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